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Harbour Investments’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Harbour Investments’s Portfolio IBHG Stock Details IBHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.57K Hold
71
– – ﹤0.01% 3986
2025
Q4 		$1.58K Sell
71
-499
-88% -$11.2K ﹤0.01% 3359
2025
Q3 		$12.8K Hold
570
– – ﹤0.01% 2565
2025
Q2 		$12.8K Buy
570
+12
+2% +$267 ﹤0.01% 2440
2025
Q1 		$12.5K Hold
558
– – ﹤0.01% 2410
2024
Q4 		$12.4K Buy
+558
New +$12.5K ﹤0.01% 2336

Other funds holding IBHG

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Harbour Investments's IBHG Position: Q1 2026 in Review

Harbour Investments held its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) position steady in Q1 2026 at 71 shares worth $1.57K. The position accounts for ﹤0.01% of the portfolio, ranked #3986.

Harbour Investments first reported a position in IBHG in Q4 2024 and has held it in 6 quarters since. The position peaked at $12.8K in Q2 2025. 127 funds tracked by Wall St. Rank hold IBHG as of Q1 2026.

  • Harbour Investments held 71 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $1.57K as of Q1 2026.
  • Harbour Investments left its iShares iBonds 2027 Term High Yield and Income ETF share count unchanged in Q1 2026.
  • iShares iBonds 2027 Term High Yield and Income ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #3986 holding.
  • Harbour Investments first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q4 2024 and has held it in 6 quarters since.
  • Harbour Investments's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $12.8K in Q2 2025.
  • 127 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.